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| Plan Name | CALVARY WEALTH, LLC GCF BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 201157888 |
| NAIC Classification: | 238300 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-04-01 | MORGAN LAW | 2024-10-28 | ||
| 501 | 2022-04-01 | MORGAN LAW | 2023-10-30 | ||
| 501 | 2021-04-01 | MORGAN LAW | 2022-10-31 | ||
| 501 | 2021-04-01 | MORGAN LAW | 2022-10-31 | ||
| 501 | 2021-01-01 | MORGAN LAW | 2021-10-27 |
| Measure | Date | Value |
|---|---|---|
| 2024: CALVARY WEALTH, LLC GCF BENEFIT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-28 | 2 |
| Total number of particpants at end of year | 2024-10-28 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CALVARY WEALTH, LLC GCF BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-28 | 899 |
| Total expenses incurred by plan in this plan year | 2024-10-28 | 5632 |
| Net assets as of the end of the plan year | 2024-10-28 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-28 | 1227 |
| Value of plan covered by a fidelity bond | 2024-10-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-28 | 2639 |
| Other expenses paid from plan in this plan year | 2024-10-28 | 0 |
| Other contributions to plan in this plan year | 2024-10-28 | 0 |
| Other income to plan in this plan year | 2024-10-28 | 27 |
| Plan net income in this plan year | 2024-10-28 | -328 |
| Net assets as of the end of the plan year | 2024-10-28 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-28 | 328 |
| Employer contributions to plan in this plan year | 2024-10-28 | 2638 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-28 | 645 |
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